The Few Bets That Matter
$GOOG CEO was so criticized a year ago. But he found the way to secure $15B, including a tranche in a 100-year bond.

This is a masterclass.

I'd like to have a conversation to those who bought those bonds thought. Cause $GOOG or not, 100Y bonds are bullshit.

What the hell?

Google $GOOGL has attracted more than $100 billion of orders for a bond sale that’s expected to be about $15B - Bloomberg https://t.co/HY8z5h1uwg - Evan
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Dimitry Nakhla | Babylon Capital®
Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude?

“With this cutting-edge integration, customers can unlock S&P Global’s trusted data and insights seamlessly and reliably within Anthropic’s Claude.”

Source: Kensho Communications https://t.co/3c8263d2aP

Kensho is one of the more under-the-radar assets inside $SPGI.

It’s $SPGI AI and data analytics platform, built to analyze massive, complex datasets across economics, geopolitics, financial markets, and corporate fundamentals—used by asset managers, banks, governments, and enterprises.

While most of the focus is on ratings and indices, Kensho quietly expands $SPGI moat by embedding AI-driven insights deeper into client workflows, increasing switching costs and long-term relevance.

Not flashy, but the kind of capability that can strengthen a toll-booth business over time.
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3Q 2025 Earnings Call:

“We acquired Kensho back in 2018, including that acquisition since 2018, we have invested over $1B in AI innovation across three developmental stages…

Importantly, our AI innovation serves as a powerful example of our ability to leverage our scale, our expertise and our fiscal discipline. The fact that we made such bold investments early on means that we’ve been able to innovate very efficiently from a financial perspective.”
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@contextinvestor thank you for the thoughtful comment. - Dimitry Nakhla | Babylon Capital®
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Fiscal.ai
Why are Monday's Free Cash Flow margins declining?

2023: 28%
2024: 31%
2025: 25%
2026 (e): 20%

$MNDY https://t.co/VuziOz34bU
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The Transcript
$TEAM CEO: "AI is the best thing to happen to Atlassian… customers using AI code generation tools create 5% more tasks in Jira, have 5% higher monthly active users, and expand their Jira seats 5% faster than those who don’t.”"
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Clark Square Capital
There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.

Feedback welcome!

Sharing a new project: the Special Situations Digest.

Check out the (free) link below. https://t.co/NT0wb21Sxl - Clark Square Capital
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Brady Long
RT @alexvalente: Introducing the Quarterzip AI Free Tier: Conversational screenshare agents for any product.

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Comment “Quarterzip” or repost and we’ll unlock 1 month free.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Cash From Operating Activities — $AMZN $META $GOOGL $MSFT 💰

$AMZN: +27.7% CAGR
$META: +27.3% CAGR
$GOOGL: +20.0% CAGR
$MSFT: +18.0% CAGR https://t.co/j08FJnq7qO
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